Hi,
can someone point me at a stable tool for exporting entity data to csv?
I have been using Hiren Solanki's data extractor v 1.0 which I found on codeplex, but it is not reliable - works on entities with simple structures but if there is anything with as large amount of linking data - notes and activities for example - it always produces memory buffer errors.
anyone know of something better?
thanks
Jamie Lexton
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just for clarification, let me explain what I'm trying to achieve. I need to export a spreadsheet showing various bits of entity info (notes/activities), including the account, lead or opportunity that they relate to. I can create a view within crm no problem and then export the xml which I then use in xrm toolbox, using a plugin called export to excel.
my problem is you can specifically request the owning entity's guid when setting up the view, and it appears that editing the xml within the export to excel plugin makes no difference....
could it be something to di with the visible=false?
I've tried substituting true but it doesn't work...
<link-entity name="account" from="accountid" to="objectid" visible="false" link-type="outer"
I thought that too but it doesn't display the guid....
ID attribute.
<link-entity name="account" from="accountid" to="objectid" visible="false" link-type="outer" alias="a_57512d8cb06d477eb28a0e7fa4d77cf8">
<attribute name="name" />
<attribute name="accountid" />
</link-entity>
hi,
need a hand with getting a guid to display in an xml query
I need the account or lead guid to display but not sure what I need to add to the following (you see I can get the account name itself, but not the guid)
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="annotation">
<attribute name="subject" />
<attribute name="notetext" />
<attribute name="filename" />
<attribute name="annotationid" />
<attribute name="overriddencreatedon" />
<attribute name="ownerid" />
<attribute name="annotationid" />
<attribute name="modifiedon" />
<attribute name="modifiedonbehalfby" />
<attribute name="modifiedby" />
<attribute name="isdocument" />
<attribute name="filesize" />
<attribute name="createdon" />
<attribute name="createdonbehalfby" />
<attribute name="createdby" />
<order attribute="subject" descending="false" />
<link-entity name="account" from="accountid" to="objectid" visible="false" link-type="outer" alias="a_57512d8cb06d477eb28a0e7fa4d77cf8">
<attribute name="name" />
</link-entity>
<link-entity name="lead" from="leadid" to="objectid" visible="false" link-type="outer" alias="a_41f694ecac854ddd9e16b58511ab4b83">
<attribute name="companyname" />
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="objectid" visible="false" link-type="outer" alias="a_ed276e7f2280455aa448fdc6d4a6dc4a">
<attribute name="parentaccountid" />
</link-entity>
</entity>
</fetch>
hi,
need a hand with getting a guid to display in an xml query
I need the account or lead guid to display but not sure what I need to add to the following (you see I can get the account name itself, but not the guid)
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
<entity name="annotation">
<attribute name="subject" />
<attribute name="notetext" />
<attribute name="filename" />
<attribute name="annotationid" />
<attribute name="overriddencreatedon" />
<attribute name="ownerid" />
<attribute name="annotationid" />
<attribute name="modifiedon" />
<attribute name="modifiedonbehalfby" />
<attribute name="modifiedby" />
<attribute name="isdocument" />
<attribute name="filesize" />
<attribute name="createdon" />
<attribute name="createdonbehalfby" />
<attribute name="createdby" />
<order attribute="subject" descending="false" />
<link-entity name="account" from="accountid" to="objectid" visible="false" link-type="outer" alias="a_57512d8cb06d477eb28a0e7fa4d77cf8">
<attribute name="name" />
</link-entity>
<link-entity name="lead" from="leadid" to="objectid" visible="false" link-type="outer" alias="a_41f694ecac854ddd9e16b58511ab4b83">
<attribute name="companyname" />
</link-entity>
<link-entity name="opportunity" from="opportunityid" to="objectid" visible="false" link-type="outer" alias="a_ed276e7f2280455aa448fdc6d4a6dc4a">
<attribute name="parentaccountid" />
</link-entity>
</entity>
</fetch>
Excellent. Good to hear. Stick to XRM Toolkit if it does the job.
just to let all know I am using xrm toolkit and it seems to be doing the trick
just doing one of the tricky entities now (activities) and will post back if I need to look elsewhere. FYI I have already got crm toolkit but it doesn't provide exactly what I need (not the way I've configured it anyway) and I've installed scribe insight but it will end up being too expensive (as Mohamed suggested)
If you come across memory buffer error, find out how the ETL application utilizes the memory.
You can consider XRMToolbox, Scribe, SSIS depends upon the size of data and flexibility needed.
Configuration Data Migration Tool is available in the recent SDKs, but I never used with CRM 2011, so not sure whether it would be able to create schema for CRM 2011.
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